Squar Milner Financial Services’s Expeditors International EXPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,435
| Closed | -$261K | – | 63 |
|
|
2020
Q2 | $261K | Buy |
3,435
+198
| +6% | +$15K | 0.15% | 170 |
|
|
2020
Q1 | $215K | Sell |
3,237
-417
| -11% | -$27.7K | 0.13% | 154 |
|
|
2019
Q4 | $285K | Buy |
3,654
+858
| +31% | +$66.9K | 0.14% | 149 |
|
|
2019
Q3 | $253K | Sell |
2,796
-535
| -16% | -$48.4K | 0.13% | 178 |
|
|
2019
Q2 | $253K | Sell |
3,331
-34
| -1% | -$2.58K | 0.17% | 135 |
|
|
2019
Q1 | $255K | Buy |
3,365
+45
| +1% | +$3.41K | 0.19% | 128 |
|
|
2018
Q4 | $226K | Hold |
3,320
| – | – | 0.22% | 114 |
|
|
2018
Q3 | $244K | Buy |
3,320
+102
| +3% | +$7.5K | 0.22% | 124 |
|
|
2018
Q2 | $235K | Sell |
3,218
-1,430
| -31% | -$104K | 0.21% | 135 |
|
|
2018
Q1 | $294K | Hold |
4,648
| – | – | 0.37% | 97 |
|
|
2017
Q4 | $308K | Buy |
+4,648
| New | +$308K | 0.37% | 96 |
|